Having worked for an insurance company, a large high street bank and gaining knowledge and experience as an Independent Financial Adviser (IFA), you can rest assured that your financial planning needs will be well looked after by Simon for the long term.
Simon chose to join St. James's Place in 2013 and is supported by a team of specialist financial services professionals in their Cirencester head office covering a wide range of technical specialities.
As a Chartered Financial Planner, Simon has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
Simon is married to Julie and they live in Bromsgrove and out of work they enjoy spending quality time together along with their family.
I recently asked Simon Baldwin to take over from my previous Financial Adviser, who I had been with for over 20 years. I am pleased to say that the whole transaction has passed over very smoothly. Simon has looked after me in a very professional manner and he has taken considerable time and effort t...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.